Your family's interests have grown to a level of complexity that requires professional management. We recognize that each family is unique and tailor our services to fit your individual and family needs. Because no two clients are alike, Family Office professionals take the time to understand your family’s financial situation and issues in order to provide you with the premier level of service that clients expect.
Along with your family’s other trusted professional advisors, we design an integrated strategy focused on the family’s financial goals for the optimization of capital resources and wealth enhancement.
Planning
- Tax planning to preserve client wealth
- Financial structure and compensation planning
- Asset protection, management, and transfer
- Estate planning
- Succession planning
- Cash management for greatest returns
Accounting
- Banking
- Cash flow and budgeting
- Financial statements
- Bill payment
- Payroll
- Brokerage reconciliations
- Investment recording
Monitoring
- Monitor investment performance
- Monitor estate plan vehicles
- Monitor family business activities
- Summary investment and asset reporting
- Insurance/Risk management
Structuring
- Entity selection
- Charitable giving
- Trusts and foundations
- Governance
Administration
· Document and record management
· Trust administration
· Foundation administration
· Insurance filings
· Key concierge services
Compliance
- Individual tax preparation
- Business entity tax preparation
- Estates
- Trusts
- Foundations
- Payroll
Other Key Services
- Audit defense
- Valuation
- Insurance
- Aircraft and yacht ownership
- International tax
- Foreign currency
- Asset cost basis schedules
- Credit report monitoring
- Employee benefits
- Assistance with financing
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